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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
SWA
3676
Sutton Wealth Advisors
Tampa,
Florida
| $110M | +$3.66M | +3% | 3.52% | 40.9% | 1,072 | 7.28% | 1.8 |
|
| 3677 |
AIS
3677
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| $109M | +$16.4M | +18% | 1.38% | 6.74% | 343 | 11.66% | 2.7 |
|
| 3678 |
TWA
3678
Tillar-Wenstrup Advisors
Centerville,
Ohio
| $109M | +$8.29M | +8% | 5.39% | 27.4% | 55 | 12.73% | 5 |
|
| 3679 |
RA
3679
RFG Advisory
Birmingham,
Alabama
| $109M | -$5.71M | -5% | 2.43% | 52.3% | 99 | 29.29% | 2.7 |
|
| 3680 |
SIM
3680
SCGF III Management
Menlo Park,
California
| $109M | +$27.7M | +34% | 39.2% | – | 2 | 0% | 12 |
|
| 3681 |
SAMNY
3681
Samsung Asset Management (New York)
New York
| $109M | -$19.8M | -15% | 6.72% | 37.6% | 73 | 2.74% | 9 |
|
| 3682 |
TIA
3682
Tiemann Investment Advisors
Menlo Park,
California
| $109M | +$2.43M | +2% | 2.82% | 77% | 168 | 6.55% | 8.1 |
|
| 3683 |
FIM
3683
Fernwood Investment Management
Quincy,
Massachusetts
| $109M | +$7.09M | +7% | 5.33% | 83.4% | 131 | 12.21% | 7.9 |
|
| 3684 |
SFA
3684
Staton Financial Advisors
Charlotte,
North Carolina
| $109M | -$123K | -0.1% | 2.92% | – | 40 | 0% | 5 |
|
| 3685 |
FCM
3685
Firsthand Capital Management
San Jose,
California
| $109M | +$17.8M | +20% | 14.1% | 265% | 54 | 14.81% | 8.4 |
|
| 3686 |
HIH
3686
HRS Investment Holdings
New York
| $109M | +$3.97M | +4% | 6.13% | 21.5% | 86 | 18.6% | 2.6 |
|
| 3687 |
MAC
3687
Monarch Alternative Capital
New York
| $109M | +$27.1M | +33% | 122% | 497% | 4 | 25% | 7.3 |
|
| 3688 |
ECM
3688
Engine Capital Management
New York
| $109M | +$24.5M | +29% | 9.02% | 21.1% | 47 | 31.91% | 1.8 |
|
| 3689 |
EC
3689
Eachwin Capital
New York
| $108M | +$3.43M | +3% | 3.21% | – | 103 | 8.74% | 2.7 |
|
| 3690 |
CCM
3690
Colorado Capital Management
Boulder,
Colorado
| $108M | +$4.75M | +5% | 3.14% | 53.4% | 65 | 6.15% | 2.7 |
|
| 3691 |
FA
3691
Financial Advantage
Columbia,
Maryland
| $108M | -$3.84M | -3% | 5.46% | 24.3% | 31 | 9.68% | 8.5 |
|
| 3692 |
LSCM
3692
LaSalle Street Capital Management
Chicago,
Illinois
| $108M | +$3.48M | +3% | 4.71% | 30.5% | 97 | 15.46% | 4.9 |
|
| 3693 |
EA
3693
Elm Advisors
Burlingame,
California
| $108M | +$2.64M | +3% | 3.92% | 50.5% | 80 | 2.5% | 9.2 |
|
| 3694 |
KFM
3694
KG Funds Management
New York
| $108M | +$7.9M | +8% | 6.9% | 45.8% | 7 | 42.86% | 2.4 |
|
| 3695 |
CCM
3695
Canal Capital Management
Richmond,
Virginia
| $108M | +$12.8M | +13% | 2.79% | 67.8% | 77 | 20.78% | 4.7 |
|
| 3696 |
PIM
3696
Progressive Investment Management
Lake Oswego,
Oregon
| $108M | +$4.42M | +4% | 6.79% | 126% | 59 | 5.08% | 7.3 |
|
| 3697 |
GWM
3697
Graybill Wealth Management
Elmhurst,
Illinois
| $108M | -$510K | -0.5% | 5.78% | – | 46 | 4.35% | 10.2 |
|
| 3698 |
VAM
3698
Verity Asset Management
Durham,
North Carolina
| $107M | +$6.26M | +6% | 2.51% | 79.7% | 136 | 44.12% | 2.1 |
|
| 3699 |
AC
3699
Aperimus Capital
Marina Del Rey,
California
| $107M | +$242K | +0.2% | 5.01% | 44% | 3 | 0% | 13 |
|
| 3700 |
PCR
3700
Potrero Capital Research
San Francisco,
California
| $107M | -$2.58M | -2% | 14.3% | 226% | 51 | 33.33% | 1.9 |
|